Financial Services Stock List

Use the PortfoliosLab Stock Screener to filter stocks by sector, industry, performance, valuation, and advanced risk metrics such as volatility, Sharpe ratio, and maximum drawdown.

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Number of Stocks: 1,854
Median 1Y Volatility: 27.38%
Avg. Dividend Yield: 4.30%
Avg. 1 Year Return: 29.83%
Median P/E Ratio: 10.53
Median Risk/Return Score: 65 / 100

1061 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
RMM	Rivernorth Managed Duration Municipal Income Fund ...	Financial Services	Asset Management	10.47%	—	7.24%	80
RMT	Royce Micro-Cap Trust, Inc.	Financial Services	Asset Management	38.48%	15.64%	5.86%	96
RNP	Cohen & Steers REIT and Preferred Income Fund, Inc...	Financial Services	Asset Management	7.41%	8.84%	7.96%	40
RNR	RenaissanceRe Holdings Ltd.	Financial Services	Insurance - Reinsurance	7.16%	11.27%	0.54%	72
RNST	Renasant Corporation	Financial Services	Banks - Regional	22.34%	5.16%	2.10%	66
ROOT	Root, Inc.	Financial Services	Insurance - Property & Casualty	-23.99%	—	0.00%	7
RPC	Ridgepost Capital, Inc	Financial Services	Asset Management	-14.81%	—	1.84%	29
RQI	Cohen & Steers Quality Income Realty Fund	Financial Services	Asset Management	18.57%	8.61%	8.86%	68
RRBI	Red River Bancshares, Inc.	Financial Services	Banks - Regional	30.51%	—	0.86%	93
RVI	Robinhood Ventures Fund I	Financial Services	Asset Management	—	—	0.00%	—
RVSB	Riverview Bancorp, Inc.	Financial Services	Banks - Regional	20.02%	4.89%	1.34%	56
RVT	Royce Value Trust Inc.	Financial Services	Asset Management	15.52%	13.17%	8.02%	84
RWAY	Runway Growth Finance Corp.	Financial Services	Credit Services	-25.84%	—	22.39%	6
RY	Royal Bank of Canada	Financial Services	Banks - Diversified	18.68%	17.18%	2.32%	97
RYAN	Ryan Specialty Group Holdings, Inc.	Financial Services	Insurance - Specialty	-30.45%	—	1.40%	7
SAFT	Safety Insurance Group, Inc.	Financial Services	Insurance - Property & Casualty	-5.48%	6.17%	5.12%	27
SAMG	Silvercrest Asset Management Group Inc.	Financial Services	Asset Management	-25.97%	3.33%	9.57%	11
SAN	Banco Santander, S.A.	Financial Services	Banks - Diversified	11.07%	16.85%	2.17%	86
SAR	Saratoga Investment Corp.	Financial Services	Asset Management	3.78%	14.05%	14.48%	50
SATA	Strive, Inc. Variable Rate Series A Perpetual Pref...	Financial Services	Asset Management	9.83%	—	7.53%	—

Best Financial Services Stocks by Risk/Return Score

The top Financial Services Stocks by PortfoliosLab Risk/Return Score are AMBZ (100) and BFCC (100). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank
AMBZ	American Business Bank	100
BFCC	BankFirst Capital Corporation	100
FNRN	First Northern Community Bancorp	99
CPKF	Chesapeake Financial Shares, Inc.	99
TD	The Toronto-Dominion Bank	98

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is UNCFF (57.13%). Across the lineup, Financial Services Stocks show an average 1-year return of 29.83% and an average 5-year return of 7.97%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y
UNCFF	UniCredit S.p.A	57.13%
UNCRY	UniCredit SpA ADR	52.99%
BPXXY	Bper Banca SpA ADR	51.95%
BMA	Banco Macro S.A.	51.51%
BBAR	Banco BBVA Argentina S.A.	49.16%

Top Stocks Sectors

Industrials · 1,703 Stocks Healthcare · 1,635 Stocks Technology · 1,419 Stocks Consumer Cyclical · 1,309 Stocks Basic Materials · 1,127 Stocks Consumer Defensive · 653 Stocks Communication Services · 638 Stocks Real Estate · 592 Stocks Energy · 537 Stocks Utilities · 332 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.